ONON Fire

A consumer goods company hit 40% yearly revenue growth. In this environment? (00:21) David Meier and Ricky Mulvey discuss: - Why pharma investors aren’t reacting to President Trump’s executive order on drug prices. - On Holding’s blistering sales growth. - If Alphabet’s stock deserves to be in value town. Then, (19:23) Robert Brokamp joins Ricky to discuss why investors should consider buying individual bonds. Companies discussed: ONON, NKE, UA, GOOG, GOOGL Host: Ricky Mulvey Guests: David Meier, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

After mounting escalations, businesses and investors get a 90-day reprieve on tariffs between the world’s most important trade partners. (00:21) Jason Moser and Dylan Lewis discuss: - The U.S. and China’s short-term trade truce, and why there’s some hope that a more permanent deal will be struck. - Fox’s next step into streaming with Fox ONE, its existing Tubi footprint, and success in video advertising. (16:07) GoDaddy is known for its commercials, less known for its capital allocation strategy. GoDaddy CFO Mark McCaffrey walks Ricky Mulvey through the company’s philosophy on share buybacks. Companies discussed: FOX Host: Dylan Lewis Guests: Jason Moser, Ricky Mulvey, Mark McCaffrey Producer: Ricky Mulvey Engineers: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Even in free markets, governments still make plays. Chris Hughes is a co-founder of Facebook and an economist who specializes in the history of Fed policy. He is also the author of “MarketCrafters: The 100-Year Struggle to Shape the American Economy.” Hughes joined Ricky Mulvey to discuss: - Modern examples of American “market craft.” - How to fix the housing crisis. - What we did and didn’t get from $2 trillion in COVID aid. Host: Ricky Mulvey Guest: Chris Hughes Producer: Mary Long Engineer: Rick Engdahl Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Fed Chair Powell and team want to see more before making changes to interest rates, and automakers are an early sign price increases might be coming in response to tariffs. (00:21) Tim Beyers and Bill Mann discuss: - The Fed’s continued wait and see approach to tariff policy, inflation, and interest rate cuts. - Ford’s warning of tariff impacts, and why MercadoLibre is worth a look amid the macro uncertainty. - How Uber and DoorDash are both flourishing as they cash in on the delivery market and consumer laziness. (19:11) Fool contributor Jason Hall talks through his time at Berkshire Hathaway’s annual meeting in Omaha, Warren Buffett’s plans to step down as CEO, and what to expect next from Greg Abel. (31:12) Bill and Tim break down two stocks on their radar: Apple and Ibotta. Stocks discussed: F, MELI, DASH, UBER, NVO, BRK.A, BRK.B, AAPL, BAC, IBT Host: Dylan Lewis Guests: Bill Mann, Tim Beyers, Jason Hall Engineers: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

For now at least. (00:21) Jason Moser and Ricky Mulvey discuss: - The economic outlook from the Federal Reserve and the new US trade deal with the UK. - How Axon Enterprise keeps posting impressive growth numbers. - What more global uncertainty means for Shopify. Then, (17:38) Ricky continues his conversation with Gerard Barron, CEO of The Metals Company, about the environmental impact of deep sea mining. Companies discussed: AXON, SHOP, TMC Host: Ricky Mulvey Guests: Jason Moser, Gerard Barron Producer: Mary Long Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Disney’s building coasters; Uber’s hailing robotaxis. Which ride has the better growth engine? (00:14) David Meier and Mary Long discuss earnings from Disney and Uber. Then, (15:22), Ricky Mulvey talks with Gerard Barron, the CEO of The Metals Company, about the political hurdles TMC needs to clear in order to pick up rocks from the ocean floor. Companies discussed: DIS, UBER, GOOG, TMC Host: Mary Long Guests: David Meier, Gerard Barron Producer: Ricky Mulvey Engineer: Rick Engdahl Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

When a stock trades at 600x trailing earnings and 90x sales, its investors want to see a flawless growth story. (00:21) Sanmeet Deo and Ricky Mulvey discuss: - Palantir’s impressive business results and astonishing valuation. - Celsius’s “meh” quarter. - Why DoorDash kept growing after COVID. Then, (16:10) Cynthia Stewart, Executive Director of DART Collective, joins Robert Brokamp to discuss how AI is changing scams and how to protect yourself. Companies discussed: PLTR, CELH, DASH Host: Ricky Mulvey Guest: Sanmeet Deo, Robert Brokamp, Cynthia Stewart Producer: Mary Long Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

After 60 years at the helm of Berkshire Hathaway, the Oracle of Omaha is ready for retirement. (00:21) Jim Gillies and Dylan Lewis discuss: - Warren Buffett’s plan to step down as CEO of Berkshire Hathaway. - The parallels between Berkshire’s succession planning and Apple’s transition from Steve Jobs to Tim Cook. - The available cash, opportunities, and challenges ahead for Greg Abel and team. Companies discussed: BRK.A, BRK.B, AAPL, BAC Host: Dylan Lewis Guest: Jim Gillies Producer: Mary Long Engineers: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Economic interdependence is unraveling. What comes next? Edward Fishman is the author of Chokepoints: American Power in the Age of Economic Warfare. Fishman teaches at Columbia University’s School of International and Public Affairs and has served in the Pentagon and State Department. Mary Long caught up with Fishman to discuss: - How the US dollar became the most powerful currency in the war. - Playing defense in a trade war. - The economic effects from an embargo on Chinese goods. Host: Mary Long Guest: Edward Fishman Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

The Gross Domestic Product of the United States fell last quarter by 0.3%. The big tech giants are still growing. Jason Moser and Asit Sharma join Ricky Mulvey to discuss: - If the U.S. economy is sliding into a recession. - Earnings from Amazon, Meta, Microsoft, and Apple. - If investors should mind 20% of the S&P 500’s market cap being tied to four companies. Then (19:11) Motley Fool Contributor Rick Munnariz joins Mary Long to discuss Universal Studio’s new park, Epic Universe, and the state of the travel industry. (32:17) Asit and Jason break down two radar stocks: Twilio and Reddit. Host: Ricky Mulvey Guests: Jason Moser, Asit Sharma, Mary Long, Rick Munarriz Engineer: Dan Boyd Notes: How a millions of dollars worth of NFTs temporarily disappeared: https://www.404media.co/nfts-that-cost-millions-replaced-with-error-message-after-project-downgraded-to-free-cloudflare-plan/ This advertisement is sponsored content and is provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within this advertisement. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement Learn more about your ad choices. Visit megaphone.fm/adchoices